His dedication to the retirement industry has earned Brad many industry accolades. 401kWire.com ranked him one of the “Top 300 Most Influential Advisors in Defined Contribution” in 2011. PlanAdvisor ranked Brad one of the “Top 100 Retirement Plan Advisers” in 2013 and 2015. Financial Times ranked him one of the “Top 401 Retirement Advisers” in 2015 and 2016.

Brad is an Accredited Investment Fiduciary (AIF) and holds a Series 65 (NASAA-Investment Advisors Law Exam) license. He earned a Bachelor of Science in business administration from the University of Florida.